- Credit Suisse Hires Former Merrill Exec. // American Banker;12/20/2001, Vol. 166 Issue 243, p2
Reports the hiring of Jeffrey Peek, formerly of Merrill Lynch & Co. by Credit Suisse Group to run its money management business. Peek's career background.
- Upgrades and downgrades. // Dow Theory Forecasts;10/29/2007, Vol. 63 Issue 44, p6
The article offers business related news briefs in the U.S. Human Inc. has been inducted as a Buy, thus, its stocks has railed sharply, and a near-term pullback would not be surprising. The Merrill Lynch & Co. as well as Morgan Stanley & Co. Inc. have been dropped from the Focus List, Buy List,...
- Top stockbrokerage firms in the Tucson area. // Inside Tucson Business;01/03/2000 Book of Lists 2000, Vol. 9 Issue 41, p62
Lists the top stockbrokerage firms in Tucson, Arizona, ranked by the number of licensed local stockbrokers as of November 22, 1999. Includes Merrill Lynch & Co Inc.; Morgan Stanley Dean Witter & Co.; Smith Barney Inc.
- MUNICIPAL RANKING. // Investment Dealers' Digest;4/7/2003, Vol. 69 Issue 14, p44
Presents a list of municipal bond issues ranked according to their market share. Rank given to Merrill Lynch; Market share of Morgan Stanely & Co.; Types of bonds issued by Morgan Keegan Inc.
- Algo Crossing Gains Sophistication. Mehta, Nina // Traders Magazine;Aug2007, Vol. 20 Issue 271, p14
The article reports on the popularity of Algorithmic Crossing Product (AXP) system in securities industry in the U.S. It states that it prompted the volume increase of Merrill Lynch & Co. Inc. and Morgan Stanley & Co. Inc. It cites that its popularity comes from the trading algorithms and...
- Securities Firms Raise Share in Syndicated Loans. Stock, Helen // American Banker;10/3/2000, Vol. 165 Issue 190, p2
Reports that Merrill Lynch & Co. and Morgan Stanley Dean Witter & Co. were two of the three lead arrangers on the largest syndicated loan in the United States for the third quarter of 2000. Illustration of how securities firms are using credit to round out their investment banking services;...
- THE $64,000 QUESTION. Jamieson, Dan // On Wall Street;Apr2005, Vol. 15 Issue 4, p72
Examines the decision of Merrill Lynch and Morgan Stanley to stop servicing small investors and to focus on higher-networth clients. Implications of handling a large number of accounts; Significance of small investors to financial planning firms; Factors to consider in selecting clients to retain.
- New Entrants, Products to Drive SMA Growth. Papini, Jessica // Money Management Executive;8/21/2006, Vol. 14 Issue 33, p5
The article reports on the growth of the managed account industry in the U.S. The Chicago market research estimated the asset of the management industry to increase from $700 billion to $1 trillion by 2010. Market giants of the managed account industry has 80% control on the market such as...
- Merrill Lynch sues to stem Stamford defections. Soule, Alexander // Fairfield County Business Journal;8/21/2006, Vol. 45 Issue 34, p6
The article reports that Bridgeport, Connecticut Judge Stefan Underhill has issued a temporary restraining order against financial advisers Andrew Livesay and Darden Livesay Jr. after abandoning their jobs at Merrill Lynch and Co.'s Stamford office to join Morgan Stanley. Merrill Lynch claims...